- Request Fulfillment Members List:
- You can now view a list of all Fulfillment Members without first going into a Request.
- You can use the Advanced Filter to narrow the list by any fields on the Request, Fulfillment Member, Member or Company.
- You can hover over the Request Number to see the Request details.
- You can click the Request Number to open the Fulfill Request screen.
- SlapFive Home Page Dashboard:
- The dashboard has been redesigned to give more insights into your program.
- On each page of the dashboard, you can toggle the legends and labels on and off.
- Additional detailed dashboard pages are coming over the next several weeks.
- SlapFive passed its annual SOC-2 Type 2 security audit and has a new letter from the auditors that is available upon request.
- SlapFive passed its annual Penetration Test, and the tester document is available upon request.
- Export any list:
- You can press the new Export button on any list to export the data in the list to Excel.
- You can use the Advanced Filter to subset the list, so that only the filtered data is exported.
- The SlapFive API has been enhanced to allow updates of any object by the ID.
- View Pending Requests and Closed Requests:
- On the Fulfill Request screen, in the Select Customers to Request tray, if you click a Member or Company name to view their Profile tray, you now see lists of Pending Requests and Closed Requests.
- On the Member and Company Profile pages, you now see lists of Pending Requests and Closed Requests.
- Pending Request show all the instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are In Progress.
- Completed Requests show all instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are Fulfilled or UnFulfilled.
- On the Fulfill Request screen, you can now see the Request Number at the top of the screen.
- On the Companies tab of the Select Customers to Request tray, you can now click the Add button to add a new Company on the fly.
- Embedded Integration:
- The GET Members Action now retrieves the Trusted Contact’s Email Address, for use in subsequent workflow steps.
- New Automations & Notifications:
- Send notification when a Next Review Date arrives for a SlapFive Story.
- Send notification when a Request has been In Progress for more than a threshold time period.
- Send notification when a Request Fulfillment Company/Member Status is set to a specified value.
- Instance Switching: SlapFive partners that work with multiple clients can now easily switch between client instances with one click.
- SOC 2 Type 2: SlapFive is now SOC 2 Type 2 audited and certified.
- On the Requests tab, new Requests now appear at the top of the New column.
- Workflow Automations: The following automations have been added:
- Notify the Assigned To User when the Fulfillment Status Date arrives on a Fulfillment Company and Member record.
- Notify the Assigned To User when a Fulfillment Status Date hasn’t changed for a specified time period.
- Notify users when the date arrives for a Dynamic Field on any object. Example: You have a Member Dynamic Field for Birthday, you can have a reminder sent 7 days before any Member’s birthday arrives.
- Embedded Integration: SlapFive has released a major new enhancement, which is an embedded integration service, with out-of-the-box integrations with Salesforce, Highspot, Seismic, Asana, and Google Forms.
- A Stories webhook has been added to trigger integrations when a Story is created or updated.
- Activities: Search and Advanced Filter features have been added to the Activities tab.
- SSO: Single-Sign On with Okta is now fully supported.
- Prompt Groups: in the email that is sent when you send a Prompt Group, the hard-coded text has been removed so you have better ability to personalize the message.
- Requests: On the New Request Confirmation Email, the Need By Date has been formatted as YYYY/MM/DD.
- On the Requests tab:
- There is now an Advanced Filter .
- The Search field now searches the Request Notes and Fulfillment Member Notes fields.
- For Pick One and Pick Many dynamic fields, the picklist values now show in alphabetical order.
- On the Create or Edit Member screen, the “Infinite Select” feature has been added to the Company Name field, so now you can start typing letters into the field, and the dropdown list will dynamically filter to only show Companies that contain the sequence of letters you have typed.
- On the Edit Company screen, in the list of Members for that Company on the right, you can now click Add to add a new Member to that Company.
- When sending a Prompt or a Prompt Group by email, you can now override the default call-to-action text of “Click here to respond.” in the email body.
- When sharing a Board, if you specify a “Board Link Expires Date”, the email that gets sent includes a message with the expiration date and time, like this: This link will expire on 05/27/2023 at 10:35 PM.
- In Client Settings , you can enter a Description for any Dynamic Field. If a Description is entered, you will now see an “i” icon at the end the field name when it appears on that entity’s Create or Edit screen, and you can hover over the icon to see the Description. This allows you to enter help text to remind yourself about what the field is used for or guidance on how it should be used.
- In the Salesforce App, you can now control which Stories appear in the Stories tab in Salesforce. See the Docs site for instruction on how to activate this feature.
- When fulfilling a Request, after clicking the Select Companies/Members button to slide out the Select Customers to Request tray, you can click the Add button to add a Member on the fly, without having to leave the Request.
- The Activities tab now contains a date range filter and advanced filter for narrowing down the Activities list.
- On the Member Profile screen, you can now click the logo or name of the Member’s Company to bring you to that Company’s Profile page.
- If you’re viewing a Member Profile or Company Profile screen and want to see more details or change details about the Member or Company, you can click the pencil icon to go to the corresponding Edit page, and when you Save or Cancel, it brings you back to the Profile screen.
- You can now modify Templates so that when Boards are rendered, the viewer cannot download the audio or video file.
- In Client Settings, you can now change the order of the Dynamic Fields for an entity, and those fields will then show in that order on the Edit screen for that entity.
- In a Prompt or Prompt Group, you can now use highlighting in the Text Explanation field.
- For Request Management:
- In Client Settings, you can now add, change, and remove the standard values for the Fulfillment Companies & Members Status field. You cannot change or remove the “Completed” value because this is used to create Activities.
- On the Fulfill Request screen, you can now select your customized values for the Fulfillment Companies & Members Status field.
- For Stories:
- The Stories advanced filter now lets you filter on these fields: Tags, Language, Label, and Next Review Date.
- The Stories Search now lets you search on these fields: Story Summary, Story Text, Transcript, Label.
- On the Request Fulfillment screen:
- In the list of Fulfillment Companies and Members, if that record has a Note, the Note button is orange, and you can hover over it to see a tooltip with the text from the Note.
- SlapFive has passed the SOC-2 Type 1 Audit. The audit report is available upon request.
- New Feature: Dynamic Fields
- In Client Settings, you can add custom Dynamic Fields for Members, Companies, Prompts, Requests, and Stories.
- Dynamic Fields can be: Text, Date, Pick One, or Pick Many
- Each Dynamic Field can be set to be required or not.
- The Edit screens for Members, Companies, Prompts, Requests, and Stories now allow entry of Dynamic Fields.
- The Advanced Filters allow you to filter on Dynamic Fields.
- On the Request Fulfillment screen:
- You can now start request fulfillment by selecting a Company without selecting a Member.
- You can now override the Activity Type, Need by Date, and Assigned To fields for each row in the list of Fulfillment Companies and Members.
- You can add Notes to a row in the list of Fulfillment Companies and Members.
- On the Requests tab, you can now search on Assigned To User to filter the list for a particular user.
- In SlapFive Templates, there is now the ability for text stories to have Read More and Read Less buttons.
- When Boards are shared with the Single Use field checked, each URL expires upon the first viewing of the board, which can be on any kind of device.
- On the Companies tab, there are now sub-tabs for the different Program Status fields: All, Members, Invited, Nominated, Targeted, Rejected, Former Member.
- SlapFive Salesforce App:
- When a Salesforce user submits a Reference Request from an Opportunity, that user can select one or more Contact Roles for that Opportunity to attach to the Request, to signify the people at the prospect site who are looking to talk with a reference customer.
- When fulfilling a Request in SlapFive, the user can click the new Opportunity Details button in the upper right to show the Salesforce Contacts that were selected by the requester, and click a Contact name to view the Contact or Account records in Salesforce.
- For Requests submitted from Salesforce, on the Fulfill Request screen, the SlapFive user can click the View Opportunity link above the Opportunity field to open that Opportunity in Salesforce.
- For Members and Companies with Salesforce Contact IDs and Salesforce Company IDs, you can click the View Contact and View Account links above the respective ID fields.
- When sending a Prompt or Prompt Group, we no longer show the entire list of Members for you to scroll through, instead we show an empty list so that you can do one or more Filters to select the segments of Members to whom you want to send the Prompt.
- In the advanced filter for any lists, you can now multi-select values from the picklists.
- You can now tag a Story with the Language of the Story. You can specify a Default Language in Client Settings which will be used when creating a new Story.
- On the Edit Member screen:
- You can now enter and maintain a Join Date, to indicate the date that the Member actually joined your program. This can be different from the Create Date because you may have originally created the Member as a Target or as Nominated.
- You can enter a Functional Role for the Member. This can be used to specify a functional area like “Sales”, “Finance”, or a functional level like “Executive”, “Senior Manager”.
- SlapFive Salesforce App v3.0:
- Custom objects related to the Opportunity for SlapFive Customer Influence and SlapFive Customer Influence Activity. These are used to capture revenue influence events for that Opportunity for things like a customer taking a reference call, a reference request being fulfilled with content, a content asset shared and viewed by the recipient, or a customer referral.
- Zapier Zaps that can be copied to populate these custom objects.
- Many custom reports and a Revenue Influence Dashboard.
- Enhanced integration with Highspot:
- SlapFive now stores the Highspot ID after it posts a Board to Highspot, which then allows subsequent updates to that Board to update the item in Highspot.
- The posting to Highspot is now triggered by a webhook so that the update is instant.
- The SlapFive API now has webhooks to trigger events based on changes to any of the primary objects in SlapFive.
- The confirmation email to a person who submits a Reference Request has been enhanced to provide more information.
- Requests Enhancements:
- When fulfilling Requests and viewing Member Profiles, we now show the Company Permissions for the Member’s Company.
- In User Settings, you can now specify whether a user’s name shows up in the Assigned To dropdown by checking the new “Allow Request Assignment” field for that user.
- On the Fulfill Request screen, the Need, For, and Preferred Customers fields are now editable when the Request is in the InProgress, Fulfilled, and UnFulfilled columns.
- When a Request is in the UnFulfilled column, you can now see any Fulfillment Members or Board that you attempted to use to fulfill the Request.
- On the Boards and Prompts tabs, you can click the number in the Stories column to go to the list of those Stories. This is useful on the Prompts tab when you’re trying to consolidate Prompts so you can more easily display multiple Stories for the same Prompt on Boards.
- These new features help keep you from overusing the same customers for reference activities:
- On the Edit Member screen, for any Activity Type Willing to Do, you can specify a Limit per Quarter to store the maximum number of times in a quarter that this Member is willing to do this Activity.
- On the Fulfill Request screen, when you click the button to Select Fulfillment Members, there is a new column in the tray that shows an indicator next to any Member who has a limit specified for the Activity Type of the Request. The indicator is green if the customer is under their limit, yellow if using them on this request will cause them to reach their limit, or red if they are already over their limit.
- You can hover over that visual indicator to see a tooltip that shows the Member’s Limit per quarter, the number of times the Member has Completed the Request’s Activity Type in the current quarter, and the number of Pending Requests in which the Member has been flagged as a Fulfillment Member to complete this same Activity in the current quarter.
- On the Member Engagement Dashboard, for any Activity Types Willing to Do, you can now see any Limits the Member has given you for that Activity Type along with the number of times that Member has Completed that Activity in the current quarter.
- You can now upload an image to a Story, and render that image when that Story is displayed on a Board. This can be used for use cases such as having a Board that shows all open Opportunities for customers to engage with an image for each Opportunity.
- For the SlapFive API:
- There are new and improved endpoints for getting Members, Companies, Stories, Requests, and Activities that can be used as data sources for ad-hoc reporting using Google Data Studio.
- The POST Customers endpoint can now be used to upload Member Custom Field values from your invitation form.
- On the Membership tab, the Members sub-tab now only shows contacts with a Membership Status of Member. There is a new tab called “All” that let’s you see all contacts regardless of Membership Status.
- On the Fulfill Request screen:
- You can now “Send Request to Trusted Contact” for a Fulfillment Member. The Trusted Contact receives an email with a link that she can click to update the Status of the Fulfillment Member. This feature can be used to seek approval from the Customer Success Manager to use one of their customers as a reference, and let the CSM give their approval.
- On the Fulfillment Members list, there is a new column named “Prompts Sent/Responses” under which you see the number of Prompts that have been sent to the Member to offer them the opportunity to participate in the reference activity, and the number of responses that Member has made to the Prompts. You can click the Prompts Sent/Responses button to see the details of the sent prompts and the responses.
- On the Stories tab, the Search and the Advanced Filter have been enhanced as follows:
- You can now search and filter on the Story Summary and Transcript fields.
- On any of the filter fields where we show a drop-down of unique values, the number of occurrences of each unique value is shown in parenthesis.
- The API endpoint to GET Member by MemberID now includes these fields: Activity Types Willing to Do, Topics of Interest, Type, Trusted Contact (name and email address), Active Status, Products Owned, Competitors Replaced, Business Goals/Use Cases.
- The Fulfill Request screen was redesigned to add mechanisms to:
- Search, filter and select Members to become Fulfillment Members.
- View any Member’s engagement dashboard.
- Search, filter and select Boards to become Fulfillment Boards.
- Remote Capture now allows a customer to upload a file from their device. This can be used to upload photos or images.
- When a sales rep shares a Board with a prospect, the sales rep is Cc’d on the email that is sent to the prospect. This gives the sales rep confirmation that the email was sent, allows the prospect to respond to the sales rep, and enables the sales rep to forward the email to Salesforce for tracking.
- Member Custom Fields:
- In Client Settings, you can now define Custom Fields to appear on the Edit Member screen.
- On the Edit Member screen, you can now enter values into Custom Fields.
- These custom fields can be rendered on Boards.
- These custom fields are accessible via the API.
- The remote video capture feature was enhanced to:
- Convert videos into mp4 files so they play properly on any browser and can be downloaded. Different devices and browsers use different formats.
- Provide a warning on very old browser versions that don’t support video capture.
- On the Edit Prompt screen, you can upload an image, and then render that image on Boards. An example use case for this: You have a Board that presents opportunities for customers to engage with your company, the market, or their peers. You can now show a decorative image for each opportunity.
- Topics of Interest for Members:
- In Client Settings, you can define a keyword list of Topics of Interest for which a Member might be interested in discussing or receiving information.
- On the Edit Member screen, you can now specify Topics of Interest for Members.
- The Member advanced filter lets you filter on Topics of Interest.
- On the Requests tab, you can now search on any fields on the request, and filter the list of requests by date ranges based on the Request Create Date.
- On the Stories tab, the advanced filter now lets you filter on Story Tags.
- Member Groups:
- You can now delete a Member when that Member is in a Member Group.
- If you delete the last Member in a Member Group, it now asks if you would also like to delete the Member Group.
- You can now delete Access Links on the Edit Board screen.
- When you use the API endpoint to Create/Update Members and include Engagement Notes, the new text now appends to any text that already exists in the Engagement Notes field.
- There is a new Copy URL button for Stories on the Story tab.
- When you have a Custom Domain defined in Client Settings, the View Board button will now open the board in a new tab using the Custom Domain.
- You can now send a Prompt or Prompt Group to a Member Group.
- Member Groups can now be deleted.
- The API endpoints for GET and POST Stories now include Tags, Custom Story Label, Status, Captured Date, and Next Review Date.
- All emails sent by SlapFive for notifications and confirmations will now come from sender “firstname.lastname@example.org” and sender label “SlapFive” unless you have set up the Custom Email Sending Domain feature. This avoids the likely situation of these emails getting blocked by anti-spoofing software.
- You can now archive old Requests. Simply check the Archived? field for any Request in the “Fulfilled” or “UnFulfilled” columns and it won’t appear in that column unless you check the “Include Archived” box at the top of the list.
- For any Request in the “UnFulfilled” column, you can now add a Reason Unfulfilled code. This allows you to track reasons why a request went unfulfilled, such as if the prospect no longer needed it, the deal was lost, etc.
- The Create/Update Customers API endpoint will now use the Salesforce Contact ID and Account ID values if passed to check to see if the SlapFive Member or Company, respectively, already exist. If the Contact ID is not matched or passed, it will then check for existing Member using Email Address. If the Account ID is not matched or passed, it will then check for existing Company using Company Name.
- The Create Requests API endpoint now includes the ability to pass all the fields on the Request, so that it can now be used both for creating New Requests as well as uploading historical, Fulfilled Requests.
- On the Companies tab, you can click a Company name to see the new Engagement Dashboard for that Company. On this page, you can:
- See the rolled up Engagement Score, Response Rate, and days since Last Activity for all Members from this Company.
- See Engagement Notes and Permissions for the Company.
- See the Activity History for all Members from this Company.
- See Stories contributed by any Member from this Company.
- See all Boards that contain at least one Story contributed by a Member from this Company.
- In Client Settings, there is a new field called “New Request Text Explanation”, and the text entered in this field will be displayed at the top of the New Request form. This can be used for things like giving instructions to the requester or explaining your SLA for working requests.
- When reviewing Requests in the “New” or “In Progress” columns, the user can assign the Request to a particular user by selecting their user name in the “Assigned To” field. This field can also be specified on the New Request form when initiated from within SlapFive, but not when initiated from within Salesforce.
- If a user assigns a Request to another user, that other user will receive a notification that a new Request has been assigned to them.
- When a Request is dragged from the “New” or “In Progress” column to the “Fulfilled column”, and there is not already a Fulfilled Date selected, the user will be prompted to see if they want to use today’s date as the Fulfilled On Date. Similarly, if a Request is dragged from the “Fulfilled” column back to the “In Progress” or “New” column, the user will be prompted to see if they want to clear the Fulfilled On Date.
- When a new Request is submitted, the requester will now receive a confirmation email.
- In Client Settings, you can now define picklist values for a new field called Teams, and if values are defined, a new Team field will appear on the New Request form.
- In Client Settings, you can now flag an Activity Type to “Include on Request Form”. When this field is checked, this Activity Type will now appear in the drop-down list for a new field on the New Request form called “Activity Type”. If no Activity Types are flagged with this field, the Activity Type field will not appear on the form. This field is used to allow the Requester or the Marketer to categorize Requests based on the type of activity that is being requested, such as “Take a Customer Reference Call” or “Host a Site Visit”.
- Though we don’t recommend this behavior, it is now possible to set a Board so that the videos on that board continue to play when the viewer navigates to another tab in their browser.
- You can now display a prompt’s “Create Date”, “Respond By Date”, and “Activity Granted on Response” field values on a board. These fields can be used to create a board that shows current advocacy opportunities that are available to members.
- SlapFive API:
- There are new endpoints to GET Board Share and Board View history. These will be used by the Revenue Influence Measurement feature.
- There is a new endpoint to POST Stories, which can be used to upload existing content into SlapFive, especially links to case studies or press releases from the corporate website.
- There is a new endpoint to POST Requests, which can be used to allow anyone from outside of SlapFive or Salesforce to submit a new Request using a simple form.
- The Remote Audio Capture feature has been re-implemented to record the audio locally on the responder’s device, and when the response is saved, the file is uploaded to SlapFive.
- The Company advanced filter now lets you multi-select Company-level Permissions to filter the list of companies.
- The Edit Member screen now has fields for Nominated By and Nominated Date. These fields can also be populated by your Nomination form.
- The GET Requests API endpoint now allows a parameter of ?fulfillmentHoursBack=XX to only retrieve Requests with a Fulfilled On Date within that timeframe.
March 2021 - Version 3.0
- Remote Video Capture:
- This feature has been re-implemented to record the video locally on the responder’s device, and when the response is saved, the video file is uploaded to SlapFive. This eliminates the pixilation (AKA the “Monet Effect”) that could occur in the video from packet loss if the responder has a slow internet connection. It also eliminates the “Connecting” message at the beginning of the prompt response experience, and the “Processing” message after a video is recorded.
- New Prompt and Story Types: Many of you want SlapFive to be your single place to manage all of your customer voice assets so you can make everything available to sales reps and other people who need access to all of your great content. To help you do this:
- You can create Stories for existing web pages like Press Releases or Case Studies on your website. To do this, you create a Prompt with an Allowable Story Type of “Link”, and create Stories with Story Type of “Link” where you paste the URL. For example, you can create a Prompt called “Press Release” and create a Story for each press release on your website.
- You can create Stories for files like Powerpoint slides and PDFs. To do this, you create a Prompt with Allowable Story Type of “File”, and create Stories with Story Type of “File” where you upload the file. For example, you can create a Prompt called “Customer Slide” and create a Story for each customer PowerPoint slide.
- When Stories of type “Link” or “File” appear in a list of Stories, when you click the Preview button, it will take you directly to the linked page or open the file, respectively.
- To help you give identifying names to the new “Link” and “File” type Stories, there is a new field on the Story that lets you enter a “Custom Story Label”. For example, if you have 10 Stories that use the Prompt for “Press Release”, you can enter a Custom Story Label with the headline of the Press Release. When any story with a Custom Story Label appears in a list of Stories, it automatically displays the Custom Story Label in place of the Prompt Name.
- Company enhancements: Many of you want to manage and track information, membership status, and permissions at a client Company level. To help you do this:
- There is a separate tab for Companies. A Company can be created without a Member.
- You can now track Company-level permissions, such as “Can use logo on our website” and “Referenceable”. In your Client Settings, you define your Company Permission Types, and then on the Company record, you select values of “Granted”, “Denied”, or “Unknown”.
- There are new fields on the Company record for Member Status and Active Status to track where a Company stands in your customer program.
- If you have a customer that has a legal restriction that you can’t use their company name under any circumstances, there is a new field for “Anonymized Company Name” that lets you enter a value such as “Global Pharmaceutical Company” to anonymize the company name.
- There is an advanced filter on the Company list to search and filter on all fields.
- Any user can be set to receive notifications of responses to both Direct and Open Prompts by checking the field on the User screen. Previously, only the sender of a Direct Prompt received a notification when a response came in.
- Salesforce.com integration:
- You can now show embedded lists of Boards and Stories within a primary tab in Salesforce, or within a Related List on any object.
- These embedded lists apply “Viewer” role access, so there is no ability to edit or delete the information.
- When Salesforce users view these lists, they are authenticated with SSO so they don’t need to be set up as users of SlapFive.
- Sales people can share boards and stories, and copy URLs.
- When a Request is submitted from the Request References button on a Salesforce Opportunity record, it now adds the Opportunity ID to the Request record. This will be used for upcoming Influence Reporting.
- It is now possible to restrict the viewing of certain boards to that only users who are authenticated to your network can view the board. This requires SSO integration with your identity provider.
- To make it easier to manage Member Company information, there is a separate tab for Companies. A Company can be created without a Member.
- You can create a Custom Domain so that viewers of your board feel like they are on one of your web properties. When defined, boards render with a URL like https://customers.your_company.com/b/… rather than https://your_company.slapfive.com/b/…”, and when boards are shared or when you click the Copy URL button for a board, it generates the custom domain. See the setup instructions.
- When creating a new Request, you can override the Request Date.
- After a Request is created, the marketer can edit the Request Date, Requested By, and Need By Date.
- The “Tags” field was removed from the Request entry screen.
- There are new API endpoints for getting all Activity records and getting Activity records that have been created/edited in the last XX hours. This can be used for synching Activity History with Salesforce.com or other apps.
- There is a new API endpoint for getting all Requests. This can be used for exporting Requests history to a spreadsheet for analysis.
- The API endpoints for getting all Boards and for getting all Boards that have been created/edited in the last XX hours now get the Board URL, Board Headline and Board Body fields. These are needed for those of you who are pushing Boards to Salesforce or your Sales Portal apps so you have more descriptive information for sales reps using the boards.
- The API endpoints for getting Members and creating new members now have parameters for Membership Status, Engagement Note, Engagement Score, Last Engagement Date, and Matching Field 1, 2, and 3.
- In Boards, you can now display a customer’s first name and last name separately. Previously you could only display the customer’s full name.
- To drive more customer-to-customer engagement, you can now create Board Groups so that when any one board in the group is being displayed, there is a list of Related Boards in the sidebar. As an example, this can be used if you have a “Topic of the Month” engagement tactic where you want to allow customers to share their perspective on an important topic in their field, and share the responses with all customers.
- Email addresses entered by a user or by someone responding to an open prompt are now saved as lower case regardless of how they are typed in. This helps reduce the chances of duplicate members being created since there is a case-sensitive check on email address to know whether to create a new member or update existing member.
- To better support integration with Salesforce.com and apps built on the Salesforce platform, we have added a Salesforce ContactID field to the Member Contact, and a Salesforce AccountID to the Member Company. These fields are used by our APIs when sending information to Salesforce-based apps to connect that information to Salesforce Contacts and Accounts.
- For the Member Type field, we have added new values for “Prospect” and “Former Client” to better able you to identify people in those roles relative to your company.
- For the Membership Status field, we have added a new value for “Former Member” to designate people who have dropped out of your customer program, while allowing you to keep their content and history.
- Enhancements to the Requests module:
- You now have the ability to designate certain users to receive email notifications when new Requests are created from within SlapFive, Salesforce, or other points of origin. To enable this for a user, check the “Notify of New Requests” field on the user record.
- A new Delete button has been added to the Edit Request screen to delete a request that is no longer needed.
- The Create New Request window in Salesforce has been updated so the “Save” button is now “Submit”, and it is condensed to not require scrolling to see the Submit button.
- You can automatically add new Stories that come in for a particular prompt to a specific board. To enable this, click the new “Auto Stories” tab on the Edit Board screen, and select the Prompts who’s responses you want to automatically be added to that board.
- The following fields from the Member record can now be displayed on boards. These are used for building a member showcase page to promote your program participation within your company.
- Last Activity Date
- Activity Types Willing To Do
- Engagement Score
- Engagement Note
- Member Status
- The new Virtual Minute Booth feature allows you to capture stories from attendees to your virtual events.
- To support the Virtual Minute Booth, we have rebuilt the Remote Capture capabilities to allow your customers to respond to prompts using audio or video, right from their desktop webcam. This extends the previous capability to respond on a mobile phone.
- This includes a new user interface for the responder that uses a wizard approach to step them through multiple prompts in a prompt group.
- There is a new storyboard template for the “outer room” of the Virtual Minute Booth that lets your event attendees see how their peers have responded to the questions.
- To create customized experiences for customers during the Remote Capture, we made these changes to Prompt Groups:
- You can add a Video Explanation to a prompt group. It appears on the first screen of the Remote Capture wizard.
- You can specify “Prompt Response Exit URL” and “Prompt Response Exit URL Text” on a prompt group to designate a specific web page or site that you want to re-direct people to after answering the questions in a prompt group. If specified, these values override the ones entered in Client Settings.
- You can re-sequence prompts within a prompt group.
- New storyboard templates make it easy to showcase multiple spokespeople from the same company on single-customer layouts.
- There is a new API endpoint for creating Activity records. This can be used for importing Activity History from your legacy Reference Management app.
- The new Requests feature enables anyone to make a request for customer voice content or for customer participation in a reference activity:
- There is a new primary menu tab labeled “Requests” that has a Kanban board of Requests with columns for New, In Progress, Fulfilled, and UnFulfilled, and users can drag and drop requests between those columns.
- SlapFive users can create a new Request from this tab, and Salesforce.com users can create a new request from the blocks on the Contact and Opportunity records.
- Users can review requests, update them, and fulfill them by attaching one or more boards or one or more members.
- When members are attached during fulfillment, activities are automatically created for those members.
- On the Send Prompt screen, there is a new advanced filter button that lets you subset the list of members by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do.
- On the Members tab, there is a new advanced filter button that lets you subset the list by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do.
- On the Prompts tab, in the list of prompts, there is a new column that shows the number of stories that exist for that prompt. This helps you make sure you are getting maximum reuse of prompts and avoid unnecessary prompt proliferation.
- On the Edit Boards screen, Stories tab, the drop region for the Selected Stories column has been increased in size to make it easier to drag and drop stories on the board.
- On the Members tab, the Twitter Handle column has been replaced with columns for Engagement Score and Last Activity date. The member list can be sorted by Engagement Score.
- The integration with Salesforce.com puts a new custom block on the Salesforce.com Account and Opportunity records that:
- Displays recommended boards for that Opportunity/Account to the Salesforce.com user based on Matching Criteria.
- In the integration configuration, your Salesforce.com admin specifies 1, 2, or 3 fields from the Account record to match to corresponding new fields on the Member Company in SlapFive.
- The Salesforce.com user can click the View All button to deactivate the matching criteria and show all boards that have a custom field value indicating they should appear in Salesforce.com, and can Search within the result set.
- The Salesforce.com user can click the Request Reference button to submit a Request for content or customer references to SlapFive.
- The Salesforce.com user can share a board by selecting Contacts associated with the Opportunity, or by typing in names and email addresses, and SlapFive tracks the sharing activity and viewing history.
- Each of the buttons and Search field are configurable to appear nor not appear depending on your needs.
- The API now has an endpoint for creating Activities for members.
- The Sent Prompts & Responses screen has been improved to show more complete data and action buttons for sent prompts that have responses.
- On the open prompt response screen where the responder enters their identifying information, the Submit button is now the Next button.
- The API now allows you to add a Member to a Member Group.
- Several screen changes were made to the prompt response screens for clarity and usability.
- The Advanced Filter for Stories now lets you filter on Transcription text.
- For any Board that is set to Require Access Link, you can set a Forced Expiration Duration (in Days). If a number is entered into this field, whenever this board is shared, the sharer will see but will not be able to change the Board Link Expires, which will show the calculated expiration date by adding the number of days entered to the share date.
- Fixes were made to improve the audio and video controls when rendered in Microsoft Explorer and Edge browsers.
- When you send an Open Prompt Group, the responder now only has to specify their Name, Email Address, and Company once, not for each prompt in the group.
- The API was updated to handle Member Status field and Activity Types Willing to Do.
- On the Membership tab, there is a new sub-tab for Nominated, so you can track potential members who have been nominated by others.
December 2019 - Version 2.0
- We changed the term “Customer” to “Member” to represent that fact that participants in your programs can be clients, employees (sales, executives), industry thought leaders, partners, etc. Accordingly, the “Customers” tab is now labeled “Membership”, with new sub-tabs for Members, Invited, and Targets.
- In your Client Settings, you can define the Activity Types that you offer members to participate in when they join your program, and you can give each Activity Type an Engagement Score to represent the level of engagement that activity represents relative to other activities.
- For each member, you can now specify that member’s Activity Types Willing to Do, and create forms using any form-builder app to allow members to select their own Activity Types Willing to Do.
- You can now track the activities that your members participate in, logging the Date, Activity Type, and any Notes you’d like to enter.
- There is a new primary tab called Activities that shows all the activities your customers have done.
- On your SlapFive homepage, there is a summary view of the most Recent Activities.
- On the Members tab, you can click a member name to see the new Engagement Dashboard for that member. On this page, you can:
- Toggle the Member Status between Active, Paused, and Inactive.
- Log an Engagement Note to remind yourself or others of any special circumstances affecting this member’s participation in your program.
- See the member’s Engagement Score, Response Rate, days since Last Activity.
- See the Activity History for this member and log a new Activity.
- By sending Prompts, you can offer Members opportunities to engage in activities.
- On a Prompt, you can specify an Activity Granted on Response if you’d like to automatically log an activity for any member who responds to this prompt.
- On a Board, you can specify to Grant Activity on View if you’d like to log an Activity for any member who you share a board with and who subsequently views that board.